The deal between Envysion Wealth and Bill Morrisons will give investors in Malaysia access to an international platform.
Category: Business moves
Franklin Templeton partners with Thai robo-adviser
The US asset manager will provide customised portfolios for the mass retail market.
HSBC PB establishes onshore Thailand business
The onshore team will be led by industry veteran Saranya Arunsilp, who was previously at Kasikornbank.
China’s Puhui Wealth begins international expansion
Following its acquisition of a Hong Kong-based firm.
T Rowe Price forms HK distribution partnership
The Baltimore-based asset manager has inked its first Asia ex-Japan direct retail partnership to sell funds.
Malaysian firms roll out investment apps
Affin Hwang AM and Hong Leong AM are the latest to launch investment apps in the country.
UOB AM acquires Vietnam firm
It aims to be the leading asset manager in the country within the next five years.
FE Fundinfo acquires ESG research house
It has acquired all of the share capital in CSSP; including its platform that provides ESG screening and label to thousands of funds.
J Safra Sarasin to acquire BMO’s PB units in Hong Kong and Singapore
The acquisition will include clients and relationship management teams.
